Eugene, OR Willagillespie Rd Office

Ramone Reed is a financial advisor with Primerica Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2005. Outside of his advisory role, he owns Reed Sports Academy LLC and serves as a caregiver with SF Cares, as well as acting as a notary public in Springfield, OR. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm utilizes model-driven strategies managed by third-party asset managers and provides advisory services through a broad network of advisors.

Randal Plummer is a financial advisor with Primerica Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Primerica Financial Services since 1985 and is also affiliated with PFS Investments Inc. and Hardwood Industries. Outside of traditional advisory roles, he engages in part-time sales of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Rodger Deevers is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since 2018 and operates Deevers & Sons. Outside of finance, he is a published author and speaker on personal mental health experiences and the founder of The Lucky Enough Social Club. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kelly Prusz is a financial advisor with Primerica Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and over 22 years of industry experience. Prior to joining Primerica Advisors in 2018, Kelly worked at Legacy Financial Services, Capital Financial Services, Inc., and PFS Investments Inc. Outside of financial advising, Kelly owns two local small businesses in Eugene, OR: Oh My Mini Donuts and Sweet Bay Shave Ice, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on client portfolio management rather than institutional or pension plan services.

Peter Bogardus is a financial advisor with Primerica Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1980. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Gary Deevers is a financial advisor with Primerica Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Deevers & Sons, PFS Investments Inc, Primerica Financial Services, and United Planners Financial Services of America. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and manages third-party asset managers with ongoing oversight.